Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The Airlie Australian Share Fund lagged the ASX 200 in Q3 2025 due to sharp earnings-season de-ratings in healthcare holdings and bank underweights, but remains constructive on select value opportunities and spotlights Washington H. Soul Pattinson as a premier long-term holding.
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The Airlie Australian Share Fund lagged the ASX 200 in Q3 2025 due to sharp earnings-season de-ratings in healthcare holdings and bank underweights, but remains constructive on select value opportunities and spotlights Washington H. Soul Pattinson as a premier long-term holding.
